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TheraNest App

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1557 results found

  1. Add option to send appointment reminders the day of an appointment

    I have had some patients suggest same-day appointment reminders, especially via text.

    4 votes

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  2. Add appointment status to the session units report

    When running the Session Units report, allow me to view the appointment status.

    4 votes

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    1 comment  ·  Reporting  ·  Admin →
  3. Delete invoices in batch

    In Batch Invoicing when Processing Existing Invoices, allow me to select multiple invoices and delete them so I don't have to go into each client's ledger separately.

    4 votes

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  4. Filter by date of service when processing existing invoices

    I use the “Process Existing Invoices” feature to add a bulk amount of invoices to Claims Awaiting Submission and this feature doesn’t have same level of filtering available as the claims view. I think being able to filter by date of service would be a super helpful filtering option because it would group together all of those invoices that were canceled, rescheduled, etc.

    4 votes

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  5. Make save & e-sign button separate rather than under a dropdown

    When working on a clinical document, make the "save & e-sign" button a separate button rather than a dropdown under the "save" button.

    4 votes

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  6. Filter Appointments History Breakdown by date

    Allow me to run the Appointments History Breakdown report for a certain date range.

    4 votes

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    1 comment  ·  Reporting  ·  Admin →
  7. Move/remove help widget

    Allow me to move or remove the help widget because sometimes its placement interferes with my workflow.

    3 votes

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  8. Receive alert of rejected claim

    As a biller, allow me to receive an in-app alert if a claim has been rejected.

    3 votes

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  9. Filter the invoice aging report by claim status

    When viewing the Invoice Aging report, allow me to see the claim status and filter by this status.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  10. Add billing provider to the payroll reports

    Allow me to see the billing provider when running the payroll reports so I can review supervisory billing.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  11. Autosave dynamic forms

    Autosave dynamic client or case forms that I'm filling out so that if I navigate away and forget to save I don't lose all of my work.

    3 votes

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  12. Restrict staff from downloading clinical documents

    Allow me to restrict staff members from downloading clinical documents.

    3 votes

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  13. BCC additional emails when sending payment receipts

    If there are multiple email addresses on file to send receipts to when a credit card is charged, don't display all email addresses in the "To" field when the receipt is sent. Sometimes we see children of divorced parents who have contentious relationships.

    3 votes

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  14. Add copay to clients list

    When viewing the Clients list, allow me to customize the grid to view the client's copay.

    3 votes

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  15. Apply to all group members when editing a note

    If I forget to click the "save to all clients" button I'm unable to see that option again. Allow me to apply to all clients even if I edit the note for one client.

    3 votes

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  16. Group Tasks

    We would like to be able to have "Group Tasks"

    3 votes

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  17. Report on weekly minutes/units per client

    Allow me to run a report that will quickly show me the total number of minutes/units a client received during the week so we can make sure they are meeting their required hours.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  18. Select more than one problem in Wiley Treatment Planners

    When creating a treatment plan using Wiley, allow me to select more than one problem. Sometimes a diagnosis involves multiple problems.

    3 votes

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  19. All for multiple supervisor signatures on clinical documents

    If I have more than one supervisor, allow them both to co-sign my clinical documents.

    3 votes

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  20. View date of last treatment plan when viewing clients list

    When viewing My Clients or All Clients, allow me to add a customized grid option to view the date of their last treatment plan.

    3 votes

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